Access

  • Idea panel → Idea Core Data

Information

  • In this module, the core data and parameters of an idea are created and maintained.

Notes

  • Whether the current user is authorized to change, or to only view data in this module, depends on his/her rights.
  • The Idea Core Data module is opened by default when an idea is created.

Idea Header Data

Create New Idea

Procedure

  • The process of creating a new idea can be launched from various modules by using the New Idea button or the New idea link in the user menu.
  • As a result, the blank Idea Core Data module will be opened and the ID will be generated automatically in the idea header.
  • Enter the idea name in the field next to the ID (here, the Please enter a name) dialog will be displayed by default.
  • Save.

Details

  • Now, the idea base is created. You are advised to also define the most important Ecktermine and Basisdaten in the course of this. Any further data can be added at a later point in time.

Notes

Delete Idea

Procedure

  • Click on the button containing an on the right hand side of the header bar area.
  • The Delete module, in which the idea can be deleted, will be opened.

Note

Mark Idea as a "Favorite"

Information

  • Projects which are marked as favorites are displayed in the Benutzermenü of the logged-on user all the way at the top of the Favorites area. This allows you to access ideas more quickly from the user menu without navigation.

Procedure

  • Click on the blue star symbol directly next to the header bar. The star turns yellow and the idea has thus been turned into a favorite.

Basic Data

Information

  • The area of the same name contains idea core data like, e.g., Customer, Group 1, etc.
  • The descriptions of the individual parameters can be retrieved directly from the program by pressing F1, or they can also be found here.

Change or Delete Idea Image

Information

  • The project image is displayed to the right of the core data.
  • When you create a project, the image which is defined as default image for projects in the Global Settings is automatically inserted.

Image specifications

  • Ideal image format: 4:3
  • Ideal image size: min. 200 x 150 px
  • Supported file types: *.jpg, *.jpeg, *.png, *.bmp
  • Maximum file size: 10 MB

Change image

  • Click on the image.
  • The file manager is opened. Select the required image file and click on the Open button.

Delete image

  • Hover the mouse cursor over the image and click on the X which is displayed in the upper right corner. Save.
  • Subsequently you can insert a new image (see procedure below). In order for the new image to be displayed correctly, you have to save between the deletion of the old and the insertion of the new image.

Insert a new image

  • If the image was removed, the following text will be displayed instead of an image: "Please click here to change the image or to insert a new one".
  • Click on the text.
  • Select the required image file and click on the Open button.

Key Dates

Information

Descriptive Data

Information

  • In the Descriptive Data area, further information on the idea can be entered in the so-called continuous text fields.

Watchlist

Information

  • In the This project is on the watchlist of area, persons are listed who have assigned the current project for monitoring reasons to their own watchlist via the My Watchlist module.
  • The area will only be displayed if it contains data.

Convert Idea into Proposal or Project

Information

  • If there already is an idea which is to become a proposal or project, project management administrators/PMOs can set the Type parameter in the Edit Planning Objects module of the idea to proposal or project. The idea will thus be converted into a proposal or project. Previously recorded data will be retained and remain modifiable.
  • Another option for conversion is to work with process models. In particular process models, the planning object type can be changed by phase transitions. For further information on this topic, please click here